Auxo Firm Directory · Independent Research Profile

Freedom Mergers and Acquisitions

Freedom Mergers and Acquisitions publicly describes valuation and preparation for a future exit or succession, alongside buyer-related connections to off-market acquisition opportunities.

Key takeaway

What stands out about Freedom Mergers and Acquisitions

The firm’s public descriptions center on business valuation, strengthening value, transition preparation, and connecting buyers with off-market opportunities. Public descriptions do not establish specific operating-sector specialization, firm-wide geographic coverage, financial thresholds, named completed transactions, engagement economics, or firm-level regulatory registration details.[1][2][3][4][5]

What does Freedom Mergers and Acquisitions do?

Freedom Mergers & Acquisitions links to freedommergers.com. The linked website currently resolves to a page titled “Dave Marshall — Official Website.”

The firm publicly describes work involving business valuation, preparation for a future exit or succession, and strengthening business value. It also presents buyer-related activity involving connections to off-market acquisition opportunities.[1][2][3][4][5]

Public descriptions identify business valuation as a way for owners to understand buyer perspectives, identify opportunities to increase value, prepare for a future exit or succession, and make more informed growth decisions.

Other public descriptions state that the firm helps owners evaluate their position, strengthen value, and prepare strategically for a future transition. The firm also publicly presents buyer connectivity for off-market acquisition opportunities.[3][4][5]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Public size / criteria information
The official LinkedIn company page lists Freedom Mergers & Acquisitions as privately held with 11–50 employees. That page does not state minimum revenue, EBITDA, enterprise-value, or transaction-size criteria.[1]

What should a business owner evaluate before hiring Freedom Mergers and Acquisitions?

For an owner considering a sale or transition, the firm’s public emphasis is on valuation, advance preparation, strengthening value, and addressing factors such as owner dependence, team strength, growth potential, clean records, documented processes, customer diversification, and transferable relationships.

Before engaging, an owner should request representative closed-transaction references, clarification of sector and geographic coverage, financial or transaction-size parameters, the contracting legal entity, applicable registration details, and complete engagement economics. Public descriptions do not establish those items.[1][3][4][5]

01

Which industries and geographic markets does the firm actively cover

The official LinkedIn company page labels the firm’s industry as Venture Capital and Private Equity Principals but does not identify specific operating-sector specialization or firm-wide geographic coverage.[1]
02

What minimum revenue, EBITDA, enterprise value, or transaction size does the firm typically pursue

The official LinkedIn company page does not state minimum revenue, EBITDA, enterprise-value, or transaction-size criteria.[1]
03

Can the firm provide recent closed-transaction references, including date, role, sector, and approximate size

The official off-market acquisition post does not identify a named completed transaction, buyer, seller, transaction value, or closing date.[5]

What size transactions and clients does Freedom Mergers and Acquisitions focus on?

The official LinkedIn company page labels Freedom Mergers & Acquisitions’ industry as “Venture Capital and Private Equity Principals.” The official LinkedIn company page does not identify specific operating-sector specialization beyond that industry label.[1]

The official off-market acquisition post describes acquisition opportunities and buyer connectivity, but it does not identify a named completed transaction, sold business, buyer, seller, transaction value, or closing date.[5]

The firm publicly describes buyer-related activity involving off-market acquisition opportunities and helping connect buyers with opportunities. Its public seller-oriented descriptions focus on valuation, strengthening value, and preparation for a future exit or succession.[3][4][5]

What does Freedom Mergers and Acquisitions publicly disclose about fees, process and engagement terms?

The official LinkedIn company page does not identify specific operating-sector specialization beyond its industry label, state a firm-wide geographic coverage area or office footprint, or state minimum revenue, EBITDA, enterprise-value, or transaction-size criteria.

The official off-market acquisition post does not identify a named completed transaction, sold business, buyer, seller, transaction value, or closing date. The official LinkedIn company page also does not publish a universal success-fee percentage, minimum fee, retainer, tail period, termination schedule, or other detailed engagement economics. It does not state the contracting legal entity or firm-level regulatory registration details.[1][5]

The official LinkedIn company page identifies Freedom Mergers & Acquisitions as privately held. The official LinkedIn company page does not state the legal entity that contracts with clients or identify firm-level broker-dealer, investment-adviser, or other regulatory registration details.[1]

Public descriptions emphasize evaluating an owner’s position, using valuation to understand buyer perspectives, identifying opportunities to strengthen value, and preparing for a future transition. Buyer-related descriptions emphasize connecting buyers with off-market opportunities.[3][4][5]

Questions to ask before hiring Freedom Mergers and Acquisitions

Which industries and geographic markets does the firm actively cover?
The official LinkedIn company page labels the firm’s industry as Venture Capital and Private Equity Principals but does not identify specific operating-sector specialization or firm-wide geographic coverage.[1]
What minimum revenue, EBITDA, enterprise value, or transaction size does the firm typically pursue?
The official LinkedIn company page does not state minimum revenue, EBITDA, enterprise-value, or transaction-size criteria.[1]
Can the firm provide recent closed-transaction references, including date, role, sector, and approximate size?
The official off-market acquisition post does not identify a named completed transaction, buyer, seller, transaction value, or closing date.[5]
Is the engagement structured as sell-side advisory, business brokerage, buyer representation, or another service?
Public descriptions identify valuation, transition preparation, and buyer connectivity, but public descriptions do not establish the specific engagement structure.[3][4][5]
What are the success fee, retainer, minimum fee, tail period, termination rights, and expense terms?
The official LinkedIn company page does not publish a universal success-fee percentage, minimum fee, retainer, tail period, termination schedule, or other detailed engagement economics.[1]
What legal entity contracts with clients, and what regulatory registrations apply to the specific services offered?
The official LinkedIn company page identifies the firm as privately held but does not state the contracting legal entity or firm-level broker-dealer, investment-adviser, or other regulatory registration details.[1]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Identity / organization record
  3. Services / capabilities
  4. Services / capabilities
  5. Investment approach
  6. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

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